Purchases and Sales Made in Q2 2022 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q2 2022. The information is specifically focused on institutions that hold shares of FIRST TRUST GLOBAL TACTICAL CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
91.8K+ 23.68% |
$2.46M - $2.77M
|
479K
$11.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
89.6K+ 53.25% |
$2.4M - $2.71M
|
258K
$6.09M
|
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
BUY
|
- |
86.3K+ 84.52% |
$2.31M - $2.61M
|
188K
$4.45M
|
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
83.5KNew |
$2.23M - $2.52M
|
83.5K
$1.97M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
82.9K+ 55.28% |
$2.22M - $2.5M
|
233K
$5.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
76.2K+ 681.99% |
$2.04M - $2.3M
|
87.4K
$2.06M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
74.8K+ 20.79% |
$2M - $2.26M
|
435K
$10.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
70K+ 27.25% |
$1.87M - $2.12M
|
327K
$7.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
67.4K+ 728.1% |
$1.8M - $2.04M
|
76.6K
$1.81M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
65.4K+ 11.25% |
$1.75M - $1.98M
|
647K
$15.3M
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
BUY
|
- |
65K+ 128.26% |
$1.74M - $1.97M
|
116K
$2.73M
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
63.8K+ 166.08% |
$1.71M - $1.93M
|
102K
$2.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
63.2K+ 63.97% |
$1.69M - $1.91M
|
162K
$3.83M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
63.2K+ 352.61% |
$1.69M - $1.91M
|
81.1K
$1.91M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
62.8K+ 65.63% |
$1.68M - $1.9M
|
158K
$3.74M
|
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
BUY
|
- |
61.3KNew |
$1.64M - $1.85M
|
61.3K
$1.45M
|
|
|
Jul 13, 2022
Q2 2022
|
Waverton Investment Management LTD
|
BUY
|
- |
56.4K+ 78.37% |
$1.51M - $1.7M
|
128K
$3.03M
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
54.3K+ 56.53% |
$1.45M - $1.64M
|
150K
$3.55M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
54.1KNew |
$1.45M - $1.63M
|
54.1K
$1.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
53.9KNew |
$1.44M - $1.63M
|
53.9K
$1.27M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
51.8K+ 105.33% |
$1.39M - $1.57M
|
101K
$2.38M
|
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
BUY
|
- |
50.6K+ 38.91% |
$1.35M - $1.53M
|
181K
$4.27M
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
48.4K+ 13.34% |
$1.3M - $1.46M
|
411K
$9.71M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
46.9K+ 50.75% |
$1.26M - $1.42M
|
139K
$3.29M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
46.9K+ 98.95% |
$1.26M - $1.42M
|
94.3K
$2.23M
|
|
|
Sep 23, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
46.6KNew |
$1.25M - $1.41M
|
46.6K
$1.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
45.4KNew |
$1.21M - $1.37M
|
45.4K
$1.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
45K+ 60.37% |
$1.21M - $1.36M
|
120K
$2.82M
|
|
|
Jul 28, 2022
Q2 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
43.6K+ 62.89% |
$1.17M - $1.32M
|
113K
$2.67M
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
42.9K+ 74.66% |
$1.15M - $1.3M
|
100K
$2.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
42.4K+ 13.72% |
$1.14M - $1.28M
|
352K
$8.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
42K+ 9.35% |
$1.12M - $1.27M
|
492K
$11.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
40.6K+ 102.67% |
$1.09M - $1.23M
|
80.2K
$1.89M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
39.5K+ 44.72% |
$1.06M - $1.19M
|
128K
$3.02M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.4K+ 35.6% |
$975K - $1.1M
|
139K
$3.28M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
36.3K+ 39.13% |
$972K - $1.1M
|
129K
$3.05M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
35.9K+ 6.27% |
$962K - $1.09M
|
609K
$14.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
35.6K+ 6.05% |
$954K - $1.08M
|
624K
$14.7M
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
34.5K+ 22.02% |
$923K - $1.04M
|
191K
$4.51M
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
34.4K+ 29.67% |
$922K - $1.04M
|
151K
$3.55M
|
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
34KNew |
$909K - $1.03M
|
34K
$802K
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
33.9KNew |
$906K - $1.02M
|
33.9K
$800K
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
33.2K+ 49.26% |
$888K - $1M
|
101K
$2.37M
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
33.1K+ 20.94% |
$886K - $1M
|
191K
$4.52M
|
|
|
Jul 11, 2022
Q2 2022
|
Solitude Financial Services
|
BUY
|
- |
33.1K+ 52.65% |
$885K - $999K
|
95.9K
$2.26M
|
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
31.5K+ 41.99% |
$843K - $952K
|
107K
$2.52M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
30.4K+ 95.07% |
$813K - $918K
|
62.3K
$1.47M
|
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
30.3KNew |
$810K - $915K
|
30.3K
$715K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
30.3K+ 48.85% |
$810K - $914K
|
92.2K
$2.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
30K+ 18.1% |
$802K - $906K
|
196K
$4.62M
|